See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,880 | $135,952+12.5% | $123,892+23.4% | $273,961-44.2% |
| Participation rate | 46.7% | 84.1%-37.4pp | 81.4%-34.7pp | 83.0%-36.3pp |
| Annual return | 9.64% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,469 | $6,343+33.5% | $5,984+41.5% | $5,287+60.2% |
| Admin fee / account holder | $156 | $9,817-98.4% | $8,357-98.1% | $10,132-98.5% |